How Strong Third Quarter Results and Raised Revenue Guidance May Impact iRhythm Technologies (IRTC) Investors

• iRhythm Technologies recently reported third quarter 2025 results showing US$192.88 million in sales and a net loss of US$5.21 million, a marked improvement from the same period last year, and raised its full-year 2025 revenue guidance to between US$735 million and US$740 million.
• This combination of accelerated revenue growth and reduced net losses has underscored building confidence in the company’s operational outlook and future business momentum.
• We’ll explore how the raised revenue guidance signals stronger adoption and may influence iRhythm Technologies’ path toward improved profitability.

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iRhythm Technologies Investment Narrative Recap

To be a shareholder in iRhythm Technologies, you need to believe in the company’s ability to drive sustained adoption of its cardiac monitoring solutions, expand beyond traditional channels, and steadily move toward profitability. The recent revenue guidance upgrade, supported by accelerated sales growth and narrowing net losses, reinforces optimism about adoption trends, a key short-term catalyst, but does not remove significant execution risks tied to customer concentration or future regulatory hurdles.

Among recent announcements, the publication of positive data from the AMALFI clinical trial in August 2025 stands out, as it directly supports the ongoing expansion in the home monitoring market that underpins iRhythm’s rising revenue projections. This evidence of improved AFib detection supports customer confidence and feeds directly into the catalysts driving top-line performance, momentum that is now reflected in management’s upgraded outlook.

However, at the same time, investors should be aware that reliance on a handful of channel and IDN partners still leaves the business exposed if...

Read the full narrative on iRhythm Technologies (it's free!)

iRhythm Technologies' narrative projects $1.1 billion revenue and $49.7 million earnings by 2028. This requires 17.5% yearly revenue growth and a $142.1 million earnings increase from -$92.4 million today.

Uncover how iRhythm Technologies' forecasts yield a $193.07 fair value, a 10% upside to its current price.

Exploring Other Perspectives

Four individual fair value estimates from the Simply Wall St Community range widely, from US$68 to US$193 per share. With stronger adoption acting as a key catalyst for recent guidance upgrades, consider how such differing views could shape your understanding of the company’s future.

Explore 4 other fair value estimates on iRhythm Technologies - why the stock might be worth as much as 10% more than the current price!

Build Your Own iRhythm Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your iRhythm Technologies research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free iRhythm Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate iRhythm Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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